CHIP

It is the latest deal Anthropic has made as part of its new financing model designed to help AI cloud companies acquire its infrastructure.

Despite committing billions annually to expand data center capacity, Microsoft sources say the company's total chip count has barely moved over the past year.

SpaceX plans to send a space-optimized version of Nvidia's Vera Rubin NVL72 computing system into orbit during the fourth quarter of 2027, roughly a year earlier than the timeline presented to investors.

Nvidia could increasingly use dividends and stock buybacks to support its valuation, following the playbook that helped Apple shares command a higher price-to-earnings multiple.

OpenAI says the chip can deliver both high throughput and low latency, which translates into faster responses.

The new processor, called Jalapeño, outperformed Nvidia's GB300 in the amount of AI work completed per unit of power and the speed at which the system returned responses, according to the company.

Nvidia's Data Center business is expected to have generated more than $85.4 billion in quarterly revenue, a 107% increase from the same period last year.

Nvidia has signed memorandums of understanding with Apollo Global Management, Blackstone, BlackRock, Brookfield Asset Management, Goldman Sachs and KKR to create financing platforms for Nvidia customers.

SK Hynix is making one of its biggest bets yet on the artificial intelligence boom, announcing plans to invest 54 trillion Korean won, or about $38.1 billion, to expand its memory chip manufacturing capacity.

The rapid construction of data centers, semiconductor facilities, and AI factories is already reshaping labor demand, with companies competing for workers capable of building and maintaining these highly specialized facilities.

Intel just delivered its strongest quarterly revenue growth in nearly 15 years, but the stock still fell on Friday.

Advanced Micro Devices is making one of the biggest strategic bets in its history, agreeing to invest up to $5 billion in artificial intelligence company Anthropic.

According to Nvidia, the first Vera Rubin processors were delivered to customers in June, including AI companies like OpenAI, Anthropic and SpaceX.

TSMC Chief Financial Officer Wendell Huang said TSMC sees no signs of slowing demand from customers investing in AI infrastructure, prompting them to ramp up production capacity in the United States.

Alphabet's shares are rising on Monday following reports that it is developing a more efficient AI chip.

Apple's market capitalization reached approximately $4.88 trillion on Friday, edging past Nvidia's $4.86 trillion after the AI chipmaker's shares fell 3.5%.

Commerce Department official Jeffery Kessler told lawmakers that shipments of Nvidia's H200 processors have remained minimal despite export licenses being issued earlier this year.

The stock has surged more than 250% in 2026 as demand for high-bandwidth memory and other AI-related semiconductor products continues to accelerate.

Demand for SK Hynix's $28 billion American depositary receipt (ADR) offering has reportedly exceeded available shares by more than seven times.

Apple is deepening its investment in American chip manufacturing with a new multi-year agreement worth more than $30 billion with Broadcom, marking the largest U.S. manufacturing commitment in the company's history.

South Korean memory chip giant SK Hynix is taking its artificial intelligence success story directly to Wall Street, launching a massive $28.07 billion American depositary receipt (ADR) offering.